2019-06-28T15:40:25-05:00 2018-08-31 952648289 VAVRINEK TRINE DAY & CO LLP 1900 S NORFOLK STREET SUITE 225 SAN MATEO CA 94403 990 2017-09-01 237296050 VOLUNTARY EMPLOYEES BENEFICIARY TR VOLU 8084406943 1259 AALA STREET SUITE 202 HONOLULU HI 96817 TRUSTEE TRUSTEE 8084406943 2019-06-28 1 TROY ATKINSON P01781096 9094664410 73.222.125.238 2019-06-28 15:34:49 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 79ACAE867A9DB9871DCF109F9EDC9C017100E02E 2017 2019-02-21 02:37:17Z 1259 AALA STREET SUITE 202 HONOLULU HI 96817 11296711 0 X N/A X 1985 HI SEE PART III LINE 4A 8 8 0 0 0 0 0 0 3519442 3572227 1142789 913677 403610 357549 5065841 4843453 0 0 3950246 4011043 0 0 0 0 0 819159 859634 4769405 4870677 296436 -27224 23006267 23211272 368785 362381 22637482 22848891 NONE 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS, EMPLOYEES, AND DEPENDENTS OF MEMBERS AND EMPLOYEES OF THE HAWAII STATE TEACHERS ASSOCIATION. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHARLENE ACOHIDO 8084406943 1259 AALA STREET SUITE 202 HONOLULU HI 96817 X ROMEO ELENO TRUSTEE 5.00 X 0 0 0 GAYLE ENRIQUEZ TRUSTEE 5.00 X 0 0 0 WILFRED OKABE TRUSTEE 5.00 X 0 0 0 COLLEEN PASCO TRUSTEE 5.00 X 0 0 0 DAWN RAYMOND TRUSTEE 5.00 X 0 0 0 ROGER TAKABAYASHI TRUSTEE 5.00 X 0 0 0 JOHN KOMETANI TRUSTEE 5.00 X 0 0 0 AMBER REIL TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 BENEFIT PLAN SOLUTIONS INC 1259 AALA ST SUITE 202 HONOLULU HI 96817 CONTRACT ADMINISTRATOR 515957 1 PARTICIPANT CONTRIBUTIONS 900099 3541371 3541371 ADMINISTRATIVE CONTRIBUTIONS 900099 30856 30856 3572227 501874 501874 6865061 6453258 411803 411803 411803 INSURANCE REFUNDS 900099 356749 356749 OTHER INCOME 900099 800 800 357549 4843453 4843453 0 0 4011043 433633 28272 43114 86050 45964 36360 6162 21385 46729 20721 POSTAGE AND PRINTING 80147 OTHER 11077 BANK SERVICES 20 4870677 124611 119862 453617 306154 43014 42687 20443931 20446954 1941094 2295615 23006267 23211272 2424 2477 366361 359904 368785 362381 X 0 0 0 0 22637482 22848891 22637482 22848891 23006267 23211272 -27224 238633 0 X X 0 1 X 1 0 0 PARTICIPANT CONTRIBUTIONS RECEIVABLE 240151 INTEREST AND DIVIDENDS RECEIVABLE 23335 INSURANCE REFUNDS RECEIVABLE 315787 DEPOSITS WITH INSURANCE COMPANY 1716342 2295615 GROUP INSURANCE PREMIUMS 359904 359904 X 5082086 238633 238633 4843453 0 4843453 4870677 0 4870677 0 4870677 PART X, LINE 2: THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST MANAGEMENT BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO A CONTRACT ADMINSTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SUBCOMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES HAVE DESIGNATED THE CHAIR AND CO-CHAIR TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN PLACE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.